Products
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Manage digital product subscriptions
Last Updated: 02.07.2026
Every subscription has a status that indicates its current state. Combined with the associated dates, subscription statuses help you see who has active access, who is due for renewal, and whose access has expired.
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Subscription basics
Last Updated: 02.07.2026
A subscription is a recurring payment model for a digital product or service that is charged automatically on a fixed schedule. Use subscriptions to sell ongoing access to courses, paid communities, memberships, or any other digital product, without asking the customer to pay manually each time.
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Hide products
Last Updated: 20.02.2026
Use visibility settings in the CRM system to make a product temporarily unavailable for purchase on your website without deleting it from your catalog.
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Сreate a subscription
Last Updated: 20.01.2026
Subscriptions automate recurring payments for digital products and services. They help you manage subscriptions, monitor subscriber activity, and keep subscription data synchronized with your CRM.
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Add a product tax
Last Updated: 28.11.2025
Use taxes to include mandatory charges in your product prices. This makes the total cost clear to buyers as they browse and purchase items. After checkout, the system sends tax data to your payment provider and analytics tools.
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View products in deals
Last Updated: 13.08.2025
When a customer places an order on your website or follows a payment link, the CRM system creates a deal with your selected name and linked contact. In the Products and Payments tabs, the deal will show purchase details.
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Add a product
Last Updated: 31.08.2024
The Products section allows you to manage your online store’s stock and interact with potential customers in the CRM system. In this section, you can add new products and classify them by parameters and categories.
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Use categories
Last Updated: 31.08.2024
Categories in the Products section can help you organize and manage your stock more efficiently and find what you need quickly.
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View products
Last Updated: 20.01.2026
In the Products section, you can find and view your products. Let’s talk about the filters that can help you find products quickly and the product data you can view.
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Add hidden product fields
Last Updated: 01.07.2025
Hidden fields store data that's not visible to visitors on your product pages. They're designed to send metadata to external tools, such as payment systems, that you've integrated.
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Manage products
Last Updated: 31.08.2024
To effectively manage products in the CRM system, you can edit their characteristics and move them between categories. This will help keep the data up-to-date, optimize information organization, and simplify the search process.
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